See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,088 | $64,707+0.6% | $112,228-42.0% | $68,494-5.0% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -16.85% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,488 | $2,746-9.4% | $3,635-31.6% | $2,596-4.2% |
| Participant deferral / active EE | $6,105 | $3,565+71.3% | $4,728+29.1% | $4,027+51.6% |
| Admin fee / account holder | $7,132 | $5,232+36.3% | $6,410+11.3% | $5,403+32.0% |